Service

Kodiak Derivatives Service is an IIS service that acts as the service layer between client and data storage.

Default location: C:/inetpup/Kodiak_Derivatives_Server/Services
IIS virtual path: 

http://localhost/kodiak_derivatives_service/DerivativesDataService.svc 

 http://localhost/kodiak_derivatives_service/KodiakDataService.svc 
Authentication: Windows Authentication

This service uses Entity Framework with Database First paradigm and also contains several business related functions, such as

Usergroup handling

As a request comes in the service checks the userprofile and fetches the users group setup for the user from OMS database and filters returned data accordingly

Timestamping

Contract creation date is set in the service to make sure that timestamping is normalized over all contracts

Save report

The service can fetch reports and save them as pdf to file. To activate this feature set the following config parameters in the config file


<add key="SaveReport" value="True" />
<add key="SaveReportsFileLocation" value="C:/temp/reports" />
<add key="ReportsUrl" value="http://localhost/kodiak_derivatives_reports_fossar/Reports" />

Email reports

The service can fetch reports and send them as emails to customer via email address (or semicomma separated email addresses) registered in the users profile in OMS database. To activate this feature set the following config parameters in appsettings in the config file

<add key="SendEmail" value="False" />
<add key="SmptServer" value="smtp.gmail.com" />
<add key="SmtpPort" value="587" />
<add key="SenderSignature" value="Kodi Bank" />
<add key="SendReportsFromEmail" value="" />
<add key="SendReportsCCEmails" value="" />
<add key="SendReportsBCCEmails" value="" />
<add key="UseDefaultCredentials" value="False" />
<add key="SendReportNetworkCredentialUsername" value="username" />
<add key="SendReportNetworkCredentialPassword" value="password" />
<add key="ExclusionEmails" value="" />
<add key="TestEmails" value="" />

Key

Value

 

Key

Value

 

SendEmail

True or False

Optional, but false if not set.

SmptServer

The Smpt server for sending the email

Required

SmptPort

The port to use for the smpt server

Required

SenderSignature

Who signs the email

Optional

SendReportsFromEmail

The sender email address

Required

SendReportsCCEmails

Semicomma separated list of emails to set in cc

Optional

SendReportsBCCEmails

Semicomma separated list of emails to set in bcc

Optional

UseDefaultCredentials

True or False

Optional

SendReportNetworkCredentialUsername

The username of the user that is authorized in the Smtp server.

Required if UseDefaultCredentials is False

SendReportNetworkCredentialPassword

The password of the user that is authorized in the Smtp server.

Required if UseDefaultCredentials is False

ExclusionEmails

Semicomma separated emails to exclude in list of recipients

Optional

TestEmails

Semicomma separated emails. If set, will override all other recipients and only send to this list. For debugging purposes.

Optional

Save CSV

The service can create a csv file and save to filesystem or send to Microsoft Message Queue. To activate this feature set the following config parameters in appsettings in the config file

<add key="SaveCsv" value="True" />
<add key="MessageQueueName" value="Derivatives" />
<add key="FileDropLocation" value="C:/Temp/" />

Key

Value

 

Key

Value

 

SaveCsv

True or False

Optional, but False if omitted

MessageQueueName

The name of the already created message queue.

Optional if FileDropLocation is set

FileDropLocation

The path to file location where csv files should be saved

Optional if MessageQueueName is set

 

Send settlement

The service can call stored procedure in the database called SubmitDerivativesSettlement with operationId where you can for instance send settlement or something else. To activate this feature set the following config parameters in appsettings in the config file

<add key="SendSettlement" value="True" />